DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Pension Fund of Local Union No. 274

Taft-Hartley planParsippany, NJ
Assets
$191M
Total assets, Dec 31, 2024 reported
Funded
103.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
22
1 managers on Schedule C
Plan sponsor: Plumbing & Pipefitting Ind Afl
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Insurance company general account 0.9%
  • Partnership/joint venture interests 32.9%
  • Common/collective trusts 50.0%
  • Pooled separate accounts 6.0%
  • Registered investment companies 0.8%
  • Common stock 7.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024RBC Gam International Fundcollective trustRBC Global Asset Management IncPooled vehicles$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$29.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Core Plus Full Discretion Trustcollective trustLoomis Sayles Trust CompanyFixed income$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$22.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023RBC Gam International Fund103 12 ieRBC Global Asset Management IncPooled vehicles$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$23.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Core Plus Full Discretion Trustcollective trustLoomis Sayles Trust CompanyFixed income$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Fundcollective trustUllico Investment AdvisorsInfrastructure$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022RBC Gam International Fund103 12 ieRBC Global Asset Management IncPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Core Plus Full Discretion Trustcollective trustLoomis Sayles Trust CompanyFixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Fundcollective trustUllico Investment AdvisorsInfrastructure$6.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$191M Dec 31, 2024 reported Form 5500
$177M (2023-12) · $165M (2022-12)
Plan assets
$177M Jan 1, 2024 reported Form 5500
$165M (2023-01) · $191M (2022-01)
Net assets
$191M Dec 31, 2024 reported Form 5500
$177M (2023-12) · $165M (2022-12)
Funded ratio
103.2% Jan 1, 2024 reported Form 5500
95.3% (2023-01) · 111.3% (2022-01)
Participants
803 Jan 1, 2024 reported Form 5500
884 (2023-01) · 891 (2022-01)
Contributions
$4.8M Dec 31, 2024 reported Form 5500
$4.8M (2023-12) · $4.0M (2022-12)
Benefits paid
$12.6M Dec 31, 2024 reported Form 5500
$12.8M (2023-12) · $12.1M (2022-12)
Net investment income
$13.9M Dec 31, 2024 reported Form 5500
$12.2M (2023-12) · $-25.9M (2022-12)
Investment management fees
$1.7M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $1.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024803n/an/an/a$191M$62.8Mn/an/a
2023 to Dec 31, 2023884n/an/an/a$177M$28.5Mn/an/a
2022 to Dec 31, 2022891n/an/an/a$165M$22.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Holding endedinference
    Pension Fund of Local Union No. 274 no longer reports Ullico Infrastructure Fund (Ullico Investment Advisors) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Pension Fund of Local Union No. 274 no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Pension Fund of Local Union No. 274 funded ratio 95.3% -> 103.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Fund of Local Union No. 274 funded ratio 111.3% -> 95.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Fund of Local Union No. 274 plan assets $191M -> $165M (-13.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221665268-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.